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In this episode, moderator Bill Anderson is joined by Attorney Tal Braddock to discuss the essentials of estate planning for both your family and business. They provide an overview of key estate planning elements, helping you understand how to protect your assets and secure your legacy.
This episode serves as a foundation for our upcoming deep dives into specific topics, such as trusts, wills, and business succession planning.
π Listen now to start building a strong estate plan for your future!
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Disclaimer: This podcast is for informational purposes only. It should not be taken as financial, tax, or legal advice. Please consult a professional before making financial decisions.
Keywords: Big Beautiful Bill 2025, Social Security changes, retirement taxes, small business incentives, retirement planning, Medicare and seniors, financial security in retirement, small business growth strategies.